Golden State Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Golden State Wealth Management’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.9K	Hold	725	–	–	﹤0.01%	915
2026 Q1	$27.5K	Hold	725	–	–	﹤0.01%	838
2025 Q4	$26.1K	Sell	725 -17	-2%	-$623	﹤0.01%	863
2025 Q3	$27.4K	Hold	742	–	–	﹤0.01%	835
2025 Q2	$29.4K	Buy	742 +3	+0.4%	+$130	﹤0.01%	780
2025 Q1	$32.9K	Hold	739	–	–	﹤0.01%	687
2024 Q4	$31.3K	Buy	+739	New	+$31.5K	﹤0.01%	665
2020 Q2	–	Sell	-2,001	Closed	-$221K	–	799
2020 Q1	$221K	Buy	+2,001	New	+$202K	0.1%	146
2019 Q4	–	Sell	-650	Closed	-$68K	–	766
2019 Q3	$68K	Buy	+650	New	+$68.7K	0.02%	375

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Golden State Wealth Management's SH Position: Q2 2026 in Review

Golden State Wealth Management held its ProShares Short S&P500 (SH) position steady in Q2 2026 at 725 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Golden State Wealth Management first reported a position in SH in Q3 2019 and has held it in 9 quarters since. The position peaked at $221K in Q1 2020. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Golden State Wealth Management held 725 shares of ProShares Short S&P500 worth $23.9K as of Q2 2026.
Golden State Wealth Management left its ProShares Short S&P500 share count unchanged in Q2 2026.
ProShares Short S&P500 made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #915 holding.
Golden State Wealth Management first reported a position in ProShares Short S&P500 in Q3 2019 and has held it in 9 quarters since.
Golden State Wealth Management's ProShares Short S&P500 position peaked at $221K in Q1 2020.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.